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JPMorgan Ultra-Short Municipal Income ETF

358 hedge funds and large institutions have $1.94B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.71%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
34
Increased
105
Reduced
178
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
326
Acorn Wealth Advisors
Michigan
$215K -$12K -237 -5%
SWP
327
Semus Wealth Partners
Florida
$215K -$48.6K -963 -18%
HSWM
328
Hubbell Strickland Wealth Management
Louisiana
$210K
HAS
329
HBW Advisory Services
California
$209K -$207K -4,100 -50%
LNC
330
Lincoln National Corp
Pennsylvania
$206K +$206K +4,089 New
FPCP
331
Fort Point Capital Partners
California
$202K
AWS
332
Atria Wealth Solutions
New York
$201K -$46.4K -920 -19%
SSWM
333
Sheets Smith Wealth Management
North Carolina
$201K
TSWM
334
Tyler-Stone Wealth Management
Ohio
$161K +$40.3K +800 +33%
WPA
335
West Paces Advisors
Georgia
$152K
EWP
336
Elevation Wealth Partners
California
$141K -$99.9K -1,980 -42%
CF
337
Centaurus Financial
California
$127K -$16.9K -334 -12%
HI
338
Harbour Investments
Wisconsin
$122K -$49.7K -985 -29%
CTA
339
Colonial Trust Advisors
South Carolina
$114K +$908 +18 +0.8%
SSB
340
Sandy Spring Bank
Maryland
$114K -$37.8K -750 -25%
PCMC
341
Private Capital Management (Colorado)
Colorado
$112K +$112K +2,225 New
JWM
342
Janiczek Wealth Management
Colorado
$102K -$20.2K -400 -16%
AF
343
Advisornet Financial
Minnesota
$100K +$27.6K +548 +38%
KFI
344
Key Financial Inc
Pennsylvania
$99.8K
PGAM
345
Princeton Global Asset Management
New Jersey
$88.3K
EWM
346
EPG Wealth Management
Georgia
$83.5K -$24.5K -486 -23%
TLA
347
Tanglewood Legacy Advisors
Texas
$50.5K
CAL
348
Capital Analysts LLC
Pennsylvania
$42K -$6.07K -120 -13%
LAS
349
LWM Advisory Services
Florida
$38.1K +$38.1K +754 New
YAL
350
Your Advocates Ltd
Texas
$23.9K +$23.9K +474 New